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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,890 | $78,428-86.1% | $95,960-88.7% | $79,852-86.4% |
| Participation rate | 68.8% | 73.5%-4.7pp | 77.1%-8.3pp | 69.6%-0.9pp |
| Annual return | 16.60% | 19.37%-2.8pp | 91.63%-75.0pp | 31.72%-15.1pp |
| Employer contribution / active EE | $834 | $1,945-57.1% | $2,541-67.2% | $2,471-66.3% |
| Participant deferral / active EE | $1,509 | $3,440-56.1% | $4,167-63.8% | $3,740-59.6% |
| Admin fee / account holder | $251 | $5,622-95.5% | $6,797-96.3% | $5,306-95.3% |